+146.1%
LITE vs VXUS
+12.1%
+134.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -1.4% |
| 7D | +22.6% | +2.3% | +20.3% | +17.1% |
| 30D | -36.8% | -2.2% | -34.6% | -32.1% |
| 3M | -33.0% | -5.4% | -27.6% | -22.6% |
| 6M | -37.1% | -1.2% | -35.8% | -31.4% |
| YTD | +69.5% | +10.4% | +59.1% | +34.1% |
| 1Y | +146.1% | +11.8% | +134.3% | +85.5% |
| All | +146.1% | +12.1% | +134.0% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VXUS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling